Exporting a Contact List

Unifyr Support
Unifyr Support
  • Updated

The ability to export data allows sales reps to verify contacts and create charts or other visuals for presentations. Sales reps can also upload this data to other applications or use it to create new contact lists.

To export a contact list:

  1. Navigate to your Contact Lists page.
  2. Click the name of the contact list you want to export, to open it.
  3. In the Members section, click Export.

    portal_contact_list_export.png

  4. Select the scheduling option for generating the file:
    • To obtain a single current copy of the contacts list, choose Send Now.
    • To schedule regular delivery of the contacts list, choose Send Daily, Send Weekly or Send Monthly.
  5. Click Export Contacts.

    The list is exported as a CSV file and includes the data provided for each contact.

    portal_contacts_export_csv.png

    Notes about exporting:

    • Standard and custom contact fields are included in the export. For more information, see Contact Fields.
    • Only active contacts are exported. No pending, unsubscribed, or bounced contacts are included.
    • You can export an unlimited number of contacts from your list.

    Depending on the number of records in the database, the process may take some time to complete. When it is done, you will receive a message confirming that you can access your report from your My Downloads page.

    portal_my_downloads.png

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